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iShares S&P SmallCap 600 Index shares owned by Klingenstein Fields & Co

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Klingenstein Fields & Co from 13F filings

Historical chart of Klingenstein Fields & Co investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Klingenstein Fields & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 26k 118.83
2025-06-30 $1.2M 11k 109.29
2025-03-31 $1.0M 10k 104.57
2024-12-31 $1.1M 9.4k 115.22
2024-09-30 $1.0M 8.9k 116.96
2018-09-30 $296k 3.4k 87.26
2018-06-30 $286k 3.4k 83.55
2018-03-31 $248k 3.2k 76.95
2017-12-31 $247k 3.2k 76.85
2011-03-31 $208k 2.8k 73.63

More positions owned by Klingenstein Fields & Co

Broadcom Common (AVGO)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Berkshire Hathaway Class B (BRK.B)
Apple Common (AAPL)
Palo Alto Networks Common (PANW)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)
Lilly Eli & Co Common (LLY)
Walt Disney Company (DIS)
Goldman Sachs Group Common (GS)
Union Pac Corp Common (UNP)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)

View all positions for Klingenstein Fields & Co

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index